Evaluation Process

Our evaluation process is typically divided into two phases:

Phase One – Initial Analysis

During this phase we analyze a range of factors including:

• Management team
• Customer base
• Market dynamics
• Market niche position
• Proprietary competitive advantage
• Capital expenditure patterns/requirements
• Historical performance
• Likely transaction costs

Phase Two – Transaction Completion

This final phase is focused on completion of due diligence and negotiation of final terms. By this point we have agreed upon:

• The management team which will be in place prior to financing
• A business operating plan which demonstrates a strategy for bottom line growth
• Our lending partners for the transaction
• An assessment of various primary and supporting exit possibilities and the likely timing

Post Transaction

Information exchange and joint goal setting remains a continuous focus with our portfolio companies.